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Altria Group

1,913 hedge funds and large institutions have $46.1B invested in Altria Group in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 764 increasing their positions, 720 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

33% more call options, than puts

Call options by funds: $774M | Put options by funds: $582M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 720

1% more funds holding

Funds holding: 1,8991,913 (+14)

0% more capital invested

Capital invested by funds: $45.9B → $46.1B (+$190M)

0.76% less ownership

Funds ownership: 59.64%58.88% (-0.76%)

Holders
1,913
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
27.63%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
152
Increased
764
Reduced
720
Closed
108
Calls
$774M
Puts
$582M
Net Calls
+$191M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1951
Rational Advisors
New York
-$542K -12,420 Closed
HT
1952
HAP Trading
New York
-$527K -11,889 Closed
ACM
1953
Alethea Capital Management
Washington
-$501K -11,487 Closed
ClearBridge Investments
1954
ClearBridge Investments
New York
-$481K -11,036 Closed
VCS
1955
Vaughan & Co Securities
New Jersey
-$463K -10,610 Closed
BTWM
1956
Baker Tilly Wealth Management
Wisconsin
-$446K -10,226 Closed
TIM
1957
Total Investment Management
Arizona
-$446K -10,219 Closed
HIC
1958
Hartline Investment Corp
Illinois
-$444K -10,184 Closed
QCM
1959
Qsemble Capital Management
New York
-$443K -10,154 Closed
AAS
1960
Asset Allocation Strategies
Michigan
-$399K -9,146 Closed
ES
1961
Eagle Strategies
New York
-$389K -8,917 Closed
FFP
1962
FourThought Financial Partners
Florida
-$364K -8,346 Closed
ICM
1963
IMS Capital Management
Oregon
-$352K -8,069 Closed
EW
1964
Evoke Wealth
California
-$353K -7,915 Closed
CBB
1965
Citizens Business Bank
California
-$318K -7,285 Closed
VA
1966
Valmark Advisers
Ohio
-$315K -7,224 Closed
TCM
1967
Telos Capital Management
California
-$297K -6,820 Closed
CG
1968
Clarus Group
Texas
-$277K -6,357 Closed
SWA
1969
Sax Wealth Advisors
New Jersey
-$272K -6,246 Closed
AGA
1970
Accuvest Global Advisors
Utah
-$267K -6,116 Closed
DWA
1971
Delap Wealth Advisory
Oregon
-$266K -6,095 Closed
PFS
1972
Physicians Financial Services
North Carolina
-$265K -6,079 Closed
FAIM
1973
Financial Advocates Investment Management
Washington
-$265K -6,070 Closed
DCM
1974
Donaldson Capital Management
Indiana
-$261K -5,974 Closed
EFI
1975
EHP Funds Inc
Canada
-$253K -5,800 Closed

MO Hedge Fund Activity: Q2 2024 in Review

1,913 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2024, worth a combined $46.1B — up 0.41% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new MO positions and 108 closed out — a net gain of 44 holders — while 764 added to existing stakes and 720 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $452M. The largest seller was Morgan Stanley, cutting an estimated $1.25B.

  • 1,913 institutional investors held Altria Group (MO) as of Q2 2024, up from 1,899 in Q1 2024.
  • Funds reported $46.1B of Altria Group stock for Q2 2024, up 0.41% quarter-over-quarter.
  • 152 funds opened new Altria Group positions in Q2 2024 and 108 closed out, a net change of +44 holders.
  • The largest Altria Group buyer in Q2 2024 was Goldman Sachs, an estimated $452M added.
  • The largest Altria Group seller in Q2 2024 was Morgan Stanley, an estimated $1.25B sold.

Based on aggregated 13F filings for Q2 2024.